Documentation

Investment Simulation

The Simulation tab answers two questions before you act: what would this trade do to my portfolio right now, and where does my plan take me over the years. Inputs and results persist across tab switches.

The what-if trade simulator

Simulate any buy or sell — an existing holding or a brand-new asset — and see, before placing it:

• the position's new weight in the portfolio,
• the effect on the diversification score, overall and per dimension (regions, sectors, sizes, types, currencies),
• the shift in the portfolio's weighted fundamentals (P/E, growth, FCF yield…).

Buys spend your broker cash first, so the simulation matches what would actually happen in your account.

The Future Simulator

Projects your portfolio and the selected benchmarks forward at their lookback-average returns — the lookback window is editable, so you can base the projection on the last year or the whole history. Three strategy overlays shape the projection:

Dollar-cost averaging

Add any number of assets, each with its own amount and period ("200 into an S&P 500 ETF monthly, 50 into BTC weekly"). Per-asset average daily/monthly returns are shown so you can sanity-check the assumptions. The plan is seeded with your top-3 holdings and runs automatically the first time.

Periodic selling

Schedule regular withdrawals to model a drawdown phase — the benchmarks mirror the same withdrawals, so the comparison stays fair.

Goal seek

Set a target amount and a horizon, and the simulator solves for how the DCA plan must scale — or what fixed 30-day contribution — reaches the goal. The goal is drawn on the chart, so you can see exactly where the plan crosses it.

The simulation chart also draws the diversification score — historical and projected — so you can see whether a plan concentrates or diversifies the portfolio over time.